Summary

The Treasury Capital Markets Analyst reports to the Treasury Capital Markets Portfolio Manager and plays a critical role in supporting portfolio strategy, risk management, and balance‑sheet decision‑making across Treasury.

This role offers direct exposure to Portfolio Management, Mortgage Servicing Rights (MSR), Repo, and Hedging activities and is designed for a highly motivated, intellectually curious professional who takes ownership of their work and thrives in a technically demanding, fast‑paced environment. Successful candidates are expected to deliver high‑quality analysis, continuously improve processes, and grow into broader responsibility over time.

Key Responsibilities

• Own the production, validation, and continuous improvement of daily, monthly, and quarterly regulatory and analytical reporting used by Portfolio Management, MSR, Repo, and Hedging teams.
• Build and enhance risk, sensitivity, and performance dashboards; translate results into actionable insights used in portfolio reviews and senior‑level discussions.
• Analyze investment strategies and securities within a relative‑value framework, partnering with senior team members to evaluate trade‑offs and quantify impacts to earnings, risk, and capital.
• Lead or support high‑impact initiatives to enhance Treasury Capital Markets analytics, data integrity, automation, and infrastructure.
• Collaborate closely with Liquidity, Funding, and Balance Sheet Management teams to ensure alignment across Treasury objectives and assumptions.
• Partner with Credit Risk and Market Risk teams on limit framework design, calibration, monitoring, and governance.
• Proactively identify analytical gaps or inefficiencies and take initiative to implement scalable solutions.
• Communicate complex analysis clearly and concisely through written materials, dashboards, and presentations for a range of stakeholders.

Basic Qualifications

• Bachelor’s degree in finance, Economics, Mathematics, or Engineering
• 3+ years of experience in finance, risk management, fixed income operations, accounting, or an analytical role

Preferred Qualifications

• Progress toward CFA or MBA, or a clear commitment to pursue advanced professional credentials.
• Strong foundation in fixed income concepts, including duration, convexity, yield‑to‑maturity, cash‑flow discounting, and interest rate hedging.
• Advanced proficiency in Excel (analysis, data manipulation, quality control) and PowerPoint (clear, executive‑ready communication).
• Demonstrated ability to manage multiple priorities, meet deadlines, and maintain high standards of accuracy.
• Strong ownership mentality and work ethic; comfortable operating with limited supervision.
• Excellent written and verbal communication skills, with the ability to influence through well‑supported analysis.
• Intellectual curiosity and a continuous‑improvement mindset.
• Experience with Bloomberg, YieldBook, or similar fixed‑income analytics platforms (or proven ability to learn quickly).

Why This Role

This position offers meaningful exposure to capital markets, balance‑sheet management, and Treasury decision‑making. Analysts who perform well gain increased ownership, visibility with senior leaders, and opportunities to expand scope across portfolio management, MSR, funding, or hedging functions.

Exempt Status: (Yes= not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.